Cross-check Rule Builder

Build, test, and review data comparison presets.

Cross-check Rule Builder is an LLM-powered feature in the Summy AI Copilot. It allows you to create, test, and review cross-check presets using natural language descriptions, eliminating the need to manually configure rules in the editor.

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Note

  • Cross-check presets configured with Summy AI require human review. Always verify a preset's settings before using it in production.
  • Cross-check presets are created only on the key you have selected in the Dashboard.

Build cross-check presets with Summy AI

To create a data preset:

  1. In the Dashboard, navigate to Summy AI Copilot.
  2. Select the + icon in the message composer and click Cross-check Rule Builder.
  3. Type your creation request including all crucial details to consider (the comparison rules, conditions, and outcome).
  4. Wait a few seconds for Summy’s reply. It contains a preview card showing the resulting rule(s). Follow the card's link to open the preset in the Data Comparison editor, where the relevant rule is scrolled into view and highlighted.
  5. Verify settings before use.

Review and edit presets with Summy AI

Not only can you create cross-check rules with our AI assistant, but you can edit them too. To update a preset using Summy AI Level Builder:

  1. Navigate to Summy AI Copilot in the Dashboard.
  2. Select the + icon in the message composer and click Cross-check Rule Builder.
  3. Ask Summy AI to review or adjust an existing preset in the chat.
  4. From a preview card, open the preset editor, or search through the list of cross-check presets in the Data Comparison tab.
  5. Edit the rule and save your changes.
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Note

Predefined and system rules are server-managed and cannot be edited.


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